Options
  • State Suggested Answer
  • +1 person also asked this people also asked this
  • Replies 8 replies
  • Answers 1 answer
  • Subscribers 16 subscribers
  • Views 531 views
  • Users 0 members are here
Related

Workflow | Get Metadata from Approver Who Signed off

Mfiler23

Here's my situation:

  1. In my workflow, I have the trigger set to: "Trigger the state transition once all separate assignments are completed or approved."
  2. This produces an approve/reject checkboxes in the Assignment metadata card.
  3. When the approver checks the box (to approve) the workflow transitions to the next state.

What happens and what I need.

  1. The document is now 'Last Modified By' the M-Files Server.
  2. There is no placeholder value for the person who signed off.
  3. The placeholder value 'The user who moved the object..." applies to 'M-Files Server' and not the actual user who signed off.

Question:

How do I get or produce the placeholder value for the user who signed off (approved/rejected) the assignment?

I will need to put this in the notification such that:  User "x" approved the document.

Please advise.

Parents
  • 0

    The user who approves/completes the assignment is recorded into the built-in property "Marked as complete by" (ID 45) which is hidden from the metadata card. You can try adding this property to your notification template.

    The built-in property has some limitations on how it can be used so if it doesn't work directly in your notification you can then try copying the information to your own property definition and then include this property in your notification. Example rule to copy the value with Compliance Kit's Managed Properties where "Assignment completed by" is a multi-select lookup property from the Users list:

  • 0 in reply to Joonas Linkola

    We’ve set up an approval assignment where users can either complete or reject the task, but we are having trouble capturing the names of users who approve or reject these assignments.

    After a user approves or rejects, we want to populate the "Approved by:" property on the document with the names of the relevant users. We tried the solution suggested in this topic, but unfortunately, we haven't had any success so far.

    We also attempted using the relations "assignment.marked as completed by" and "assignment.marked as completed by," but with no results. Additionally, we tried implementing this solution through the Property Calculator and CK Managed Properties.

    Could you please assist us in resolving this issue?

Reply Children
No Data
M-Files
M-Files Support


© 2024 M-Files, All Rights Reserved.